Who owns CXM
Which tracked institutional funds hold CXM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CXM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened CXM while 74 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CXM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CXM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CXM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 248 tracked filers holding CXM, 121 increased or opened the position and 168 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CXM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Empowered Funds, LLC$2M
- CAPITAL FUND MANAGEMENT S.A.$2M
- CastleKnight Management LP$2M
- DARK FOREST CAPITAL MANAGEMENT LP$2M
- ROYCE & ASSOCIATES LP$1M
- Dynamic Technology Lab Private Ltd$820K
Full exits 19
- SG Americas Securities, LLC$50M
- Sachem Head Capital Management LP$34M
- Jefferies Financial Group Inc.$34M
- NORGES BANK$7M
- FIRST TRUST ADVISORS LP$4M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$4M
Largest adds
- Qube Research & Technologies Ltd$10M
- CITIGROUP INC$9M
- Trexquant Investment LP$5M
- FMR LLC$5M
- PRUDENTIAL FINANCIAL INC$5M
- JANE STREET GROUP, LLC$4M
Largest trims
- MORGAN STANLEY$34M
- BlackRock, Inc.$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$13M
- DEUTSCHE BANK AG\$12M
- H&F Corporate Investors IX, Ltd.$9M
- VANGUARD CAPITAL MANAGEMENT LLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,526,193 | $96M | 15.0% | 2026-Q2 |
| H&F Corporate Investors IX, Ltd. | 10,861,506 | $56M | 8.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 9,640,564 | $50M | 7.8% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 5,839,204 | $30M | 4.7% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. | 5,670,000 | $29M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 5,112,510 | $26M | 4.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,557,164 | $24M | 3.7% | 2026-Q2 |
| Solel Partners LP | 3,649,369 | $19M | 2.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,017,921 | $16M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,912,168 | $15M | 2.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 2,703,582 | $14M | 2.2% | 2026-Q2 |
| CITIGROUP INC added | 2,475,566 | $13M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,435,811 | $13M | 2.0% | 2026-Q2 |
| BATTERY MANAGEMENT CORP. | 2,396,334 | $12M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,293,697 | $12M | 1.9% | 2026-Q2 |
| Tetragon Partners GP Ltd | 2,200,000 | $11M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,179,052 | $11M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,906,791 | $10M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,809,695 | $9M | 1.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 1,527,555 | $8M | 1.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 1,435,621 | $7M | 1.2% | 2026-Q2 |
| Trexquant Investment LP added | 1,373,711 | $7M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,296,132 | $7M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,239,443 | $6M | 1.0% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 1,161,675 | $6M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,151,857 | $6M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,151,547 | $6M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,132,513 | $6M | 0.9% | 2026-Q2 |
| FMR LLC added | 1,041,261 | $5M | 0.8% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 968,400 | $5M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 953,508 | $5M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 948,449 | $5M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 946,379 | $5M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 915,347 | $5M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 778,216 | $4M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 734,754 | $4M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 669,807 | $3M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 632,623 | $3M | 0.5% | 2026-Q2 |
| Circumference Group LLC | 609,800 | $3M | 0.5% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 525,047 | $3M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 515,000 | $3M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 462,092 | $2M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 425,977 | $2M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 395,151 | $2M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 394,309 | $2M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 387,900 | $2M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 384,983 | $2M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 383,016 | $2M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 381,434 | $2M | 0.3% | 2026-Q2 |
| CastleKnight Management LP new | 368,300 | $2M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 349,489 | $2M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 342,207 | $2M | 0.3% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP new | 324,611 | $2M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 314,446 | $2M | 0.3% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 313,271 | $2M | 0.3% | 2026-Q2 |
| Atom Investors LP added | 286,097 | $1M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP new | 285,824 | $1M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 275,763 | $1M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 266,949 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 256,598 | $1M | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 253,891 | $1M | 0.2% | 2026-Q2 |
| Swiss National Bank | 244,600 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 232,969 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 231,719 | $1M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 228,498 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 217,640 | $1M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 197,454 | $1M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 185,779 | $1M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 173,668 | $896K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 168,408 | $869K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 158,862 | $820K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 157,872 | $815K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 151,752 | $783K | 0.1% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 130,000 | $671K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 126,800 | $654K | 0.1% | 2026-Q2 |
| Archon Capital Management LLC trimmed | 125,272 | $646K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 125,092 | $645K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 124,677 | $643K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 123,926 | $639K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp new | 118,288 | $610K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 117,374 | $606K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 110,561 | $570K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 108,352 | $559K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 107,557 | $555K | 0.1% | 2026-Q2 |
| PACES FERRY WEALTH ADVISORS, LLC trimmed | 105,446 | $544K | 0.1% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 105,000 | $542K | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 104,665 | $540K | 0.1% | 2026-Q2 |
| LAVELLE CAPITAL LP | 101,215 | $522K | 0.1% | 2026-Q2 |
| PEAK6 LLC trimmed | 100,000 | $516K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 99,187 | $512K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 98,811 | $510K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 85,943 | $443K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 85,900 | $443K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 84,837 | $438K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 81,311 | $420K | 0.1% | 2026-Q2 |
| Woodline Partners LP trimmed | 77,490 | $400K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 75,752 | $391K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 75,383 | $389K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 74,729 | $386K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 72,017 | $367K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.